Trefis: Highlights Week Ending 06 March 2015

Written by Trefis

Below is a summary of the activity at Trefis during the past week that Trefis thought Econintersect readers would find interesting.

Trefis is a financial community structured around trends, forecasts and insights related to some of the most popular stocks in the US. It provides the unique feature of allowing the user to model future valuation based upon projected changes in components of each business. It also provides communication capabilities among members, including consensus of member analysis compared to Trefis staff analysis and blogging opportunities for members.

Click on graphic to go Trefis interactive page.

Click “Read more…” to see our clickable table of contents with the most covered companies (more than 1 article) of the week identified.

Table of Contents for the 65 top stories this week:

Technology (22 articles)

• AMD, 2 articles (3, 19)
• Applied Materials, 2 articles (3, 19)
• Broadcom, 2 articles (3, 19)
  
• IBM, 2 articles (1, 5)
• Intel, 2 articles (3, 16)
  
• Nvidia, 2 articles (3, 10)
• Qualcom, 2 articles (3, 19)
• Texas Instruments, 2 articles (3, 19)
  
• TripAdvisor, 2 articles (2, 18)
• Xpedia, 2 articles (12, 18)
  

Consumer (17 articles)

• Abercrombie & Fitch, 2 articles (3, 11)
• American Eagle, 2 articles (2, 6)
• Unilever, 2 articles (4, 7)
  

Media & Telecom (6 articles)

• China Unicom, 2 articles (2, 4)

Financial Services (5 articles)

Industrials & Transportation (6 articles)

• Caterpillar, 2 articles (4, 6)
• CSX, articles (1, 3)
  
• UPS, 2 articles (2, 5)
  

Energy & Utilities (4 articles)

• Trina Solar, 2 articles (5, 10)

Basic Materials (3 articles)

Health Care (2 articles)

All 65 investment stories this week are listed below.

Technology

1. IBM Cloud Services Part-II on March 6th
2. To Where Is TripAdvisor Traveling: TripAdvisor’s Growth Plans For 2015 And Beyond on March 6th
3. Weekly Tech Update: AMAT, AMD, BRCM, INTC, MU, NVDA, QCOM, TXN on March 6th
4. Akamai Bolsters Its Value Added Services With Acquisition Of Xerocole on March 6th
5. IBM Cloud Services Part-I on March 6th
6. Weekly Chinese Internet Note: Baidu’s Rivalry With Qihoo, Tie-Up With Huawei And Account Deletions In China on March 6th
7. Payroll Processors Weekly Review: ADP, Paychex on March 6th
8. Smartphone Weekly Notes: BlackBerry, Apple, Samsung on March 6th
9. Here’s Why We Have Changed Facebook’s Price Target To $88 on March 5th
10. Nvidia Adds A Set-Top Box To Its Shield Family on March 5th
11. Why Adobe Is Worth $70 Per Share on March 4th
12. Expedia Plans To Acquire Orbitz: How Will The Various Stakeholders Be Impacted? on March 4th
13. SanDisk Continues To Revamp Removable Storage Product Line, Reveals 200 GB microSD Card on March 4th
14. Has SAP Bet The House With The Biggest Update to its ERP in Two Decades? on March 3rd
15. How Will Aruba Acquisition Impact HP’s Stock? on March 3rd
16. Intel Showcases New Mobile Technology At The 2015 Mobile World Congress on March 3rd
17. Zynga Through The Lens Of Porter’s Five Forces on March 3rd
18. Weekly Online Travel Agency Notes: Priceline, Expedia, TripAdvisor, Travelzoo, Ctrip on March 2nd
19. Weekly Tech Update: TXN, QCOM, FFIV, BRCM, AMAT, AMD on March 2nd
20. Groupon’s Goals For 2015 & Beyond on March 2nd
21. Weekly Chinese Internet Note: Baidu In Focus on March 2nd
22. Can The Galaxy S6 Turn Around Samsung’s Smartphone Business? on March 2nd

Consumer

1. Could Ethiopia Be The Bright Spot For Diageo? on March 6th
2. American Eagle Outfitters Rises On Better-Than-Expected Results; Shows Progress On Merchandise And Omni-Channel on March 5th
3. Abercrombie & Fitch’s Dismal Q4 Results Raise Concerns Around Revival Strategies on March 5th
4. Unilever: Key Trends to Watch in 2015 on March 4th
5. Best Buy Ends FY 2015 On A High Note. Large Screen Televisions And Mobile Phones Drive Q4 Growth. on March 4th
6. Why American Eagle Outfitters Seems A Little Overpriced on March 4th
7. Unilever Continues Expansion of Its Personal Care Portfolio With Acquisition of REN Skincare on March 4th
8. Three Scenarios That Might Impact Chipotle Mexican Grill on March 3rd
9. Three Scenarios That Could Change Harley-Davidson As We Know It on March 3rd
10. What Mexico Holds For Ann’s LOFT on March 3rd
11. Abercrombie & Fitch Earnings Preview: Weak Portfolio And Traffic Decline Will Subdue Growth on March 3rd
12. Factors Driving Our $83 Price Estimate For P&G on March 2nd
13. Weekly Casino Notes: Visitor Restriction In Macau, Mayweather and Pacquiao Boxing Match And More on March 2nd
14. Gap Inc Beats On Earnings Despite Currency Headwinds And Port Delays, But Issues Weak Guidance on March 2nd
15. CVS Might Have Tougher Times Ahead As Competition In The PBM Market Heats Up on March 2nd
16. Costco Earnings Preview: Falling Gas Prices And Strengthening Dollar Will Subdue Growth on March 2nd
17. The Week That Was: Automotive Stocks on March 2nd

Media & Telecom

1. What Will Drive The Growth For Viacom’s MTV Network? on March 6th
2. China Unicom Reports Mixed 2014 Results On Slowdown In Subscriber Adds on March 4th
3. Cisco’s WLAN Dominance Unlikely To Be Affected By HP’s Aruba Acquisition on March 3rd
4. China Unicom Earnings Preview: Wireless ARPU, Broadband In Focus on March 3rd
5. Why We Are Revising Our Price Estimate For Time Warner Cable on March 2nd
6. Full License Sets Stage For China Telecom’s Aggressive 4G Coverage Expansion on March 2nd

Financial Services

1. A Look At Common Equity Tier 1 Capital Ratios For The Largest U.S. Banks on March 5th
2. How Citigroup Benefits From The Sale of OneMain on March 5th
3. Legal Provisions Drag Barclays’ Results For 2014 Into The Red on March 4th
4. CME Delivers Record Volumes For February, Driven By Interest Rate Derivatives on March 4th
5. Q4 2014 Bank Review: Credit Card Charge-Off Rates on March 3rd

Industrials & Transportation

1. Railroads Weekly Review: Norfolk Southern, CSX and Union Pacific on March 6th
2. Logistics Weekly Review: FedEx, UPS on March 6th
3. CSX Could See Growth Despite Coal Weakness on March 5th
4. Caterpillar Revised To $85 On Oil Prices, Continued Mining Weakness on March 4th
5. UPS’ Margins To Improve With Increased Operational Efficiency on March 3rd
6. Industrials Weekly Review: Caterpillar, Corning, Honeywell on March 6th

Energy & Utilities

1. Weekly Oil & Gas Notes: Exxon and Anadarko Announce Spending Cuts on March 6th
2. Trina Solar Posts Solid Revenue Growth, Sales Mix And Costs Weigh On Earnings on March 5th
3. EOG Resources Could Be Significantly Undervalued If The OPEC Changes Its Stance on March 4th
4. Trina Solar Q4 Preview: Revenue Growth Will Continue, Margins Could Decline on March 3rd

Basic Materials

1. Vale Announces Streaming Agreement With Silver Wheaton As Part Of Ongoing Response To Subdued Commodity Prices on March 5th
2. Two Scenarios That Could Boost Newmont’s Stock Price on March 4th
3. What Would Be The Impact Of A Restart Of Mining Operations At Bloom Lake On Cliffs’ Stock Price ? on March 4th

Health Care

1. Bristol-Myers Squibb’s $1.6 Billion On New Drug Deals Is Well Spent on March 3rd
2. Merck’s Partnership With NGM Is A Bold Move on March 2nd